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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$21.40 -0.10 (-0.47%)
Closing price 04:10 PM Eastern
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$21.40 0.00 (-0.02%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Number of
Institutional Buyers
(last 12 months)
269
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$341.99M
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CGCP Institutional Buying and Selling by Quarter

Capital Group Core Plus Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Portfolio Solutions Inc.84,268$1.88M0.0%+13.7%0.022%
9/23/2026 Envestnet Asset Management Inc.12,369,670$275.72M0.0%+7.7%3.164%
9/9/2026 MCF Advisors LLC1,141,078$25.44M0.9%-0.2%0.298%
9/9/2026 Capital Analysts LLC267,958$5.97M0.1%+34.7%0.070%
9/9/2026 Integrated Wealth Concepts LLC34,374$766K0.0%+16.4%0.009%
9/9/2026 RFG Advisory LLC46,047$1.03M0.0%+13.7%0.012%
9/9/2026 NewEdge Advisors LLC485,321$10.82M0.0%+21.3%0.127%
9/9/2026 IFP Advisors Inc149,983$3.34M0.1%+3.8%0.039%
9/9/2026 Baird Financial Group Inc.2,416,606$53.87M0.1%+15.3%0.631%
9/8/2026 Allworth Financial LP40,565$904K0.0%-6.9%0.011%
9/2/2026 Citadel Advisors LLC163,537$3.65M0.0%-62.0%0.043%
8/25/2026 January Capital Advisors LLC368,860$8.22M6.9%-37.9%0.096%
8/23/2026 Studio Investment Management LLC265,518$5.92M1.0%+13.8%0.069%
8/23/2026 Ameritas Advisory Services LLC62,484$1.39M0.0%+395.5%0.016%
8/23/2026 Kintra Wealth LLC98,704$2.18M0.1%+124.3%0.026%
8/23/2026 Endeavor Private Wealth Inc.150,444$3.35M0.8%+6.0%0.039%
8/23/2026 Midwest Heritage Bank FSB1,376,977$30.69M8.7%+3.8%0.360%
8/23/2026 Asset Allocation Strategies LLC40,932$912K0.1%+5.7%0.011%
8/22/2026 Hopwood Nicholas Hunter122,804$2.74M0.8%N/A0.032%
8/22/2026 Mann Financial Group Inc.42,475$947K0.8%-1.2%0.011%
8/22/2026 Cornerstone Advisors Asset Management LLC171,672$3.83M0.5%+2.5%0.045%
8/22/2026 Tudor Financial Inc.13,833$308K0.1%+3,540.3%0.004%
8/22/2026 Concurrent Investment Advisors LLC22,742$576K0.0%N/A0.006%
8/22/2026 Concurrent Investment Advisors LLC231,978$5.17M0.0%-4.1%0.061%
8/21/2026 Continuum Advisory LLC141,309$3.15M0.3%-0.6%0.037%
8/7/2026 Trust Co. of Vermont4,027$110K0.0%N/A0.001%
7/10/2026 Affiance Financial LLC369,532$8.24M1.2%+5.0%0.099%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors57,099$1.27M0.1%+9.7%0.015%
7/10/2026 Wealthcare Advisory Partners LLC871,667$19.43M0.4%+16.5%0.233%
7/9/2026 Wealthcare Capital Management LLC47,924$1.07M0.1%+6.2%0.013%
7/9/2026 Adamsbrown Wealth Consultants LLC369,414$8.23M1.6%-5.5%0.099%
7/9/2026 Breakwater Capital Group9,936$221K0.0%+7.2%0.003%
7/8/2026 TrueWealth Advisors LLC52,074$1.16M0.3%+3.0%0.014%
7/8/2026 Midwest Financial Network LLC148,737$3.32M2.3%-18.7%0.040%
7/8/2026 Lincoln Capital LLC10,924$243K0.0%N/A0.003%
7/7/2026 Trinity Wealth Management LLC87,946$1.96M0.6%+21.0%0.024%
7/7/2026 Dynamic Advisor Solutions LLC96,566$2.15M0.1%+9.9%0.026%
7/6/2026 Stonebridge Financial Group LLC2,134,998$47.59M3.6%+3.5%0.572%
7/6/2026 Trilogy Capital Inc.10,791$241K0.0%-19.3%0.003%
7/2/2026 CX Institutional1,550$35K0.0%N/A0.000%
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6/4/2026 Midwest Financial Network LLC182,987$4.09M3.2%-6.3%0.054%
6/3/2026 NewEdge Advisors LLC400,168$8.94M0.0%+11.3%0.118%
5/27/2026 Alpha Capital Advisors Inc. ADV331,524$7.41M7.0%+0.4%0.098%
5/27/2026 Security Financial Services INC.27,185$607K0.1%+24.7%0.008%
5/26/2026 Ruggaard & Associates LLC634,983$14.19M5.6%+1.6%0.187%
5/22/2026 WNY Asset Management LLC4,208,726$94.02M9.7%N/A1.243%
5/21/2026 J. Derek Lewis & Associates Inc.660,252$14.79M3.3%+3.9%0.195%
5/20/2026 January Capital Advisors LLC594,252$13.28M17.9%N/A0.175%
5/20/2026 Leigh Baldwin & CO. LLC208,060$4.65M3.0%+10.2%0.061%
5/19/2026 Western Wealth Management LLC167,656$3.75M0.1%+31.9%0.049%
5/19/2026 Bank of America Corp DE1,458,719$32.59M0.0%+44.0%0.431%
5/19/2026 Centaurus Financial Inc.10,615$237K0.0%-10.9%0.003%
5/19/2026 Cim LLC10,413$233K0.0%-8.0%0.003%
5/19/2026 Arkadios Wealth Advisors55,603$1.24M0.0%+99.5%0.016%
5/18/2026 EverSource Wealth Advisors LLC692,902$15.48M0.5%+11.4%0.205%
5/18/2026 Royal Bank of Canada3,989,237$89.12M0.0%+12.4%1.178%
5/15/2026 Gateway Wealth Partners LLC266,681$5.96M0.2%+449.3%0.079%
5/15/2026 Stadion Money Management LLC627,733$14.02M1.4%+2.0%0.185%
5/14/2026 CLG LLC159,323$3.56M0.9%+15.3%0.047%
5/13/2026 Cetera Investment Advisers7,319,089$163.51M0.2%+12.5%2.161%
5/7/2026 Carson Advisory Inc.18,139$405K0.2%+23.3%0.005%
5/7/2026 Cornerstone Advisors Asset Management LLC167,533$3.74M0.6%+11.7%0.049%
5/6/2026 Kera Capital Partners Inc.256,748$5.74M0.7%+1.2%0.076%
5/6/2026 Advisortrust Partners LLC76,960$1.72M0.7%+10.2%0.023%
5/6/2026 Assetmark Inc.116,158$2.60M0.0%+31.5%0.034%
5/6/2026 Bessemer Group Inc.2,000$45K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC60,927$1.36M0.0%N/A0.018%
5/5/2026 Ridgeline Wealth Planning LLC18,386$411K0.3%+5.5%0.005%
5/5/2026 D.A. Davidson & CO.901,411$20.14M0.1%+1.6%0.266%
5/5/2026 Compass Financial Group Inc.288,473$6.44M2.9%-0.8%0.085%
5/5/2026 Bank of New York Mellon Corp26,942$602K0.0%N/A0.008%
5/5/2026 Geneos Wealth Management Inc.281,626$6.29M0.1%+3.9%0.083%
5/5/2026 Sterling Investment Advisors Ltd.16,121$360K0.1%+3.5%0.005%
5/5/2026 Flynn Zito Capital Management LLC290,406$6.49M2.1%+22.3%0.086%
5/4/2026 NWF Advisory Services Inc.13,467$301K0.0%+13.0%0.004%
5/2/2026 Diversify Wealth Management LLC972,363$21.79M0.4%+14.8%0.287%
5/2/2026 Valmark Advisers Inc.2,084,059$46.56M0.6%+99.0%0.615%
5/1/2026 Fifth Third Bancorp174,146$3.89M0.0%+12,137.9%0.051%
5/1/2026 Sovran Advisors LLC628,910$14.05M1.1%+5.6%0.186%
5/1/2026 EQ Wealth Advisors LLC36,260$810K0.5%-1.6%0.011%
4/30/2026 Kestra Advisory Services LLC365,657$8.17M0.0%+1.3%0.109%
4/29/2026 Richmond Investment Services LLC68,384$1.53M0.2%+15.0%0.020%
4/29/2026 Cvfg LLC105,787$2.36M0.3%+42.3%0.032%
4/29/2026 Greatmark Investment Partners Inc.141,824$3.17M0.4%+7.2%0.042%
4/28/2026 Compton Financial Group LLC436,438$9.75M2.2%+1,876.9%0.130%
4/28/2026 Stephens Inc. AR447,118$9.99M0.1%+3.1%0.133%
4/28/2026 Koshinski Asset Management Inc.49,071$1.10M0.1%+9.2%0.015%
4/28/2026 Hunter Associates Investment Management LLC242,720$5.42M0.7%+23.1%0.073%
4/28/2026 CWS Financial Advisors LLC34,361$768K0.2%+1.8%0.010%
4/28/2026 New England Capital Financial Advisors LLC262,984$5.88M1.6%-52.6%0.079%
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4/28/2026 WBH Advisory Inc.527,177$11.79M0.9%+3.7%0.158%
4/27/2026 World Investment Advisors124,349$2.78M0.0%+45.9%0.037%
4/27/2026 Private Advisor Group LLC590,466$13.19M0.1%+9.1%0.176%
4/25/2026 NavPoint Financial Inc.685,901$15.32M6.2%+3.9%0.206%
4/24/2026 Merited Wealth LLC66,877$1.49M1.2%+1.9%0.020%
4/24/2026 True Blue Financial LLC77,872$1.74M1.4%+21.6%0.023%
4/24/2026Tcfg Wealth Management LLC50,746$1.13M0.4%+4.2%0.015%
4/23/2026 Investment Planning Advisors Inc.336,728$7.52M2.1%+1.2%0.101%
4/23/2026 Continuum Advisory LLC142,153$3.18M0.3%-2.3%0.043%
4/23/2026 Asset Allocation Strategies LLC38,711$865K0.2%+8.2%0.012%


CGCP Institutional Ownership - Frequently Asked Questions

During the previous two years, 348 institutional investors and hedge funds held shares of Capital Group Core Plus Income ETF. The most heavily invested institutionals were Capital International Investors ($934.28M), LPL Financial LLC ($537.08M), Morgan Stanley ($416.27M), Wells Fargo & Company MN ($337.28M), Envestnet Asset Management Inc. ($275.72M), Cetera Investment Advisers ($163.51M), and Raymond James Financial Inc. ($138.30M).Learn more on Capital Group Core Plus Income ETF's institutional investors.

Of the 333 institutional investors that purchased Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($17.00M), LPL Financial LLC ($13.92M), Raymond James Financial Inc. ($6.11M), Envestnet Asset Management Inc. ($6.02M), WNY Asset Management LLC ($4.44M), Wells Fargo & Company MN ($3.97M), and Cetera Investment Advisers ($2.62M).

Institutional investors have bought a total of 63,995,993 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

Of the 86 institutional investors that sold Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Johnson Bixby & Associates LLC ($5.04M), Northwestern Mutual Wealth Management Co. ($4.45M), Adamsbrown Wealth Consultants LLC ($1.05M), Commonwealth Equity Services LLC ($696.39K), Investment Planning Advisors Inc. ($613.21K), Wood Tarver Financial Group LLC ($498.74K), and AA Financial Advisors LLC ($338.00K).

Institutional investors have sold a total of 15,118,268 shares in the last 24 months. This volume of shares sold represents approximately $341.99M in transactions.


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Institutional ownership data for NYSEARCA:CGCP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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